Tomorrow.io’s Post

IQT Tops Silicon Valley Defense Group’s (SVDG) NATSEC100 Report For the Second Year Running! The #NATSEC100 list is comprised of SVDG's ranking of the top 100 venture-backed defense and dual-use technology startups. For the second year in a row, IQT was named the #1 most active investor in this space, with capital invested in 35 out of these 100 companies — more than the next two most active investors combined. Each of these ventures serves our mission of "Global Security Investing." We not only aim to identify and leverage the most cutting-edge defense-focused and dual-use technologies, but emphasize the importance of international reach and collaboration in these efforts — because innovation is happening everywhere, all the time. Check out the full report here: https://natsec100.org/ Read the IQT press release here: https://lnkd.in/ebz8_WHu #GlobalSecurityInvesting

What we're reading: Silicon Valley Defense Group's NATSEC100 2024, which includes multiple NSIN alumni companies! The list, which shares the top venture-funded startups and non-traditionals with evidence of their technology’s use in national security, highlighted the growth in the dual-use and defense-focused sectors. The 2024 cohort has collectively raised more than $52 billion in private funding to date–up nearly 20 percent from 2023. NSIN alumni company Shield AI again cracked the top ten to take the number three spot, bringing them up from the number nine spot in 2023. Read more: https://natsec100.org/ #DefenseInnovation #Startups #Defense

ICYMI: It's awesome to see this pilot program come to fruition as we figure out how to move faster with early-stage startups. I've said it several times, our advisories aren't asking the companies they work with about their DUNs number or CAGE code. We need to stop acting like we're buying big pieces of metal for a tank and move faster. This is an exciting first step to move us in the right direction! https://lnkd.in/gSHaC-tb

🌟 Exploring the Nuances Between #DefenseTech, #DeepTech, and Dual-Use Technologies 🌐 In today's evolving landscape, understanding the distinctions between DefenseTech, DeepTech, and dual-use technologies is crucial for navigating investments and innovation. 💫 The Big Picture: DefenseTech has surged in interest, particularly amidst global tensions like the Russia-Ukraine conflict. Simultaneously, DeepTech and dual-use technologies are gaining prominence, often intersecting with disruptive innovations. 💫 Why It Matters: Not all defense technologies are suitable for commercial applications (dual-use), and not every defense technology qualifies as deep or disruptive. 💫 Between the Lines: Differences in potential impact and total addressable market (TAM) dictate varying Time-to-Market (TTM) and Go-to-Market (GTM) strategies. 💫 Bottom Line: Each term carries distinct risks and opportunities. Understanding these nuances is essential for informed decision-making in investment and technology development. 💫 For Further Reading: Dive deeper into this topic with Anne Sraders' insightful analysis on Sifted: https://lnkd.in/enb8KwdD #TechInvestment #Innovation #DefenseTechnology #DualUse #DeepTech #DisruptiveTechnologies #GlobalSecurity

I’m at #SOFWeek2024 currently, and this morning, Military Embedded Systems published 2 articles summarizing yesterday’s sessions that are rather contradictory and confusing if read through the lens of a VC-backed startup. First, there was an article about Ms. Melissa “Mojo” Johnson’s keynote expressing SOCOM’s interest in expanding its ecosystem, to include proactive engagement with the VC and investor communities and their portfolio companies. Second, there was an article summarizing key takeaways from the PEO Rotary Wing session that stressed the importance of modular open systems architectures (MOSA). In the second article, Dan Taylor the author writes: “…industry should be focused on helping [PEO Rotary Wing] solve problems with technology the agency already has rather than developing their own proprietary solutions.” If executing on Ms. Johnson’s vision is a priority, this statement needs to be revised to state: “…industry should be focused on helping …solve problems USING technology the agency already has WHILE developing their own proprietary solutions.” This is the only way everyone will win—startups, VCs and investors, and especially the government. Just my $.02! #nationaldefense #executionmatters #onward

SDI Announces New Tech Demo Competition for Government Modernization, Los Angeles CA (SPX) Nov 17, 2023 The Space and Defense Innovation (SDI) team has officially announced the launch of its Ignite Competition, a pivotal event designed to bridge the gap between groundbreaking technology and the federal sector's needs. This demo competition presents an unprecedented opportunity for tech companies to directly demonstrate their innovative solutions to key federal sector experts, furthering the U.S.'s, : Los

We are honored to announce that Natasha Ahmed, MEcon, Dual-Use Investor and Vice President at Disruptive, will join us as one of the judges for the 2024 SDI Showcase and Ignite Awards. Sponsored by Second Front Systems, L3Harris Technologies, ARI (Applied Research Institute), Ward & Berry, PLLC, VetsinTech, Charter, and other defense leaders, the competition is designed to celebrate technologies that could help advance and protect our nation and/or make lives better for service members. From established primes to novel startups, the Ignite Awards aims to recognize the innovation happening in the industry–celebrating those who are making an impact. Organized by Distinctive Edge Partners, Foundation For The Future, and Valid Evaluation, Inc., it aims to accomplish two goals: (1) facilitate a joint open-topic competition for the federal sector, and (2) remove barriers to participation for the tech industry. 🔗 Click the link to apply to demo: https://bit.ly/3FNCalD #Disruptive #DualUse #SDI2024 #DefenseTech #SpaceInnovation #DefenseInnovation

We kick off this week by being named one of the leading #DualUse funders outside of the US by TechCrunch 🙌   #Dual-use technology – tech used in both civilian and defense applications – is on the rise as the search for #innovation to make democratic societies less vulnerable to attacks increases rapidly. Part of this development is driven by the mission and investments of the NATO Innovation Fund (NIF) I, which is not only making direct investments but also backing #DeepTech funds, including OTB Ventures.   Our Co-Founder, Marcin Hejka, asserts that it is a no-brainer that increasingly more startups are tapping into dual-use technologies, commenting: “It’s absolutely natural that the defense sector is applying more and more technologies with civilian roots.”   👉 Learn more about the development of dual-use technology in this TechCrunch article by Anna Heim: https://t.ly/inOx8

Ursula von der Leyen rightfully identified a persistent challenge: 'We, Europeans, are excellent at making science with money. But we are not so good at making money out of science.' This embodies the very essence of Haylo Ventures' purpose. The European Deep Tech Report 2023 by Dealroom.co sheds light on significant obstacles hindering the path from academic #research to scalable commercialisation in Europe. According to the report, a lack of sales and business development, with technical expertise as a top priority for investors and founders, poses a considerable barrier. Other challenges include the absence of necessary facilities, talent, and expertise to further develop and commercialise. The report also highlighted that dedicated Deep Tech investors in Europe are mostly focused on seed stage. European generalists enter in Series A, as well as in Series B+ with corporates and US & Asia investors. At Haylo, our focus revolves around addressing these challenges highlighted in the report. Our approach involves investments in up to five promising deep tech startups. What we do is provide the expertise needed in Commercialisation, Talent, Finance, Legal, Technology, Project Management, and more. We don’t just advise, we do the work. Our mission is to accelerate the commercialisation and find product-market fit within 3-5 years. This strategy not only enhances the appeal of these startups but also attracts a broader spectrum of investors, particularly generalists seeking product-market fit in later-stage investments. Within deep tech, where according to Miles Kirby from Deeptech Labs in a piece by Fernando Moncada Rivera, there is a “70-80% failure rate” for startups, Haylo Ventures aims to transform these statistics and create more successful deep tech startups. Our technology focuses are: #nanotechnology, #photonics, #computationalphysics, #materialsscience, #biophysics, #artificialintelligence, #machinelearning with applications in #augmentedreality, #virtualreality, #mixedreality, #lidar, #medicaltrials, #clinicaltrials, #selfdrivingcars, #automotive, #batteries, #nanofabrication, #wearables, #eyetracking, #microleds, #computervision and #sensors. What are you building in these areas? To partner with us, please get in touch - [email protected] #DeepTech #Innovation #VentureCapital #TechStartups #Commercialisation #HayloEffect  #physics https://lnkd.in/e3C3YWAb

🚀 Exciting Update from #DefenseTech Vertical! 🛡️ We are thrilled to announce the launch of the PitchBook DefenseTech Vertical Snapshot Update 2024 - This report builds on our successful methodology to provide insights into the evolving landscape of defense technology. Key Takeaways: 💰 VC Investment: Despite market challenges, VC investment remained strong with significant funding in renewable energy, advanced computing, sensing, connectivity, security, and space technology. 💲 Exit and M&A Activity: Modest exit activity in 2023 followed by increased M&A in 2024, indicating strategic expansions within the sector. 🛡 Defense Innovation Unit (DIU): Highlighting DIU's impactful role in integrating commercial tech into defense, achieving notable milestones and securing increased funding for FY 2024. 🌎 DoD’s National Defense Industrial Strategy: Emphasizing innovation and VC support to bolster US defense capabilities amid global challenges. 💳 Defense Acquisition Process: Shift towards openness and flexibility, fostering innovation and opportunities for venture capital in defense applications. This update underscores the resilience and innovation within the DefenseTech ecosystem, positioning us for continued growth and impact. Stay tuned for more insights and developments! #DefenseTech #Innovation #VentureCapital #DefenseIndustry #Update2024